1,301 hedge funds and large institutions have $22.2B invested in Shell in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 397 increasing their positions, 518 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
+46
Holders Change %
+3.67%
% of All Funds
19.07%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.56%
New
157
Increased
397
Reduced
518
Closed
91
Calls
$760M
Puts
$573M
Net Calls
+$187M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
1026
CFM Wealth Partners
Texas
$230K +$230K +3,498 New
JIC
1027
Joel Isaacson & Co
New York
$228K
Vanguard Group
1028
Vanguard Group
Pennsylvania
$227K
CWP
1029
Curated Wealth Partners
California
$227K
CHC
1030
City Holding Co
West Virginia
$226K -$7.3K -111 -3%
GIA
1031
Gladstone Institutional Advisory
Florida
$226K -$86.1K -1,308 -28%
GBT
1032
Grove Bank & Trust
Florida
$223K +$94.6K +1,437 +73%
HPC
1033
HM Payson & Co
Maine
$223K -$46.1K -700 -17%
GWM
1034
Geneos Wealth Management
Colorado
$222K -$186K -2,834 -46%
MBT
1035
Montecito Bank & Trust
California
$222K +$222K +3,375 New
WWM
1036
Western Wealth Management
Colorado
$222K +$7.24K +110 +3%
FIA
1037
Foundations Investment Advisors
Arizona
$222K -$93.6K -1,461 -30%
CP
1038
Canopy Partners
Ohio
$221K +$221K +3,353 New
MMPW
1039
Mitchell McLeod Pugh & Williams
Alabama
$219K +$219K +3,331 New
FG
1040
Fiduciary Group
Georgia
$218K
GRP
1041
Global Retirement Partners
California
$218K -$50.5K -818 -19%
DWP
1042
Daymark Wealth Partners
Ohio
$218K -$24K -364 -10%
DSC
1043
Duncker Streett & Co
Missouri
$218K +$592 +9 +0.3%
SMG
1044
Smart Money Group
Texas
$217K +$2.17K +33 +1%
BWP
1045
Barlow Wealth Partners
Kentucky
$215K +$215K +3,272 New
KCM
1046
Kathmere Capital Management
Pennsylvania
$215K +$215K +3,264 New
BBWA
1047
Bell & Brown Wealth Advisors
California
$214K +$214K +3,255 New
SW
1048
SkyOak Wealth
Michigan
$214K
TF
1049
Trek Financial
Arizona
$214K +$214K +3,245 New
SP
1050
Successful Portfolios
Florida
$213K